AutoArchWorkflowsWF-03

RA bill certification

The RA bill was due Friday and nobody was watching.

HUMAN STEPS
1
AUTOMATED
4
RECLAIMED
~8 hrs/month

WF-03 — RA bill certification. 1 human step, 4 automated steps, about 8 hours a month reclaimed.

  1. Step 1. RA bill submitted (CONTRACTOR)
  2. Step 2. Check quantities against measurement
  3. Step 3. Reconcile against the BOQ rates
  4. Step 4. Draft the certification note
  5. Step 5. Certification + payment advice issued (EMAIL)

Risk points in this workflow:

  • Certification window closing. A bill certified late holds up the contractor, and a bill certified without measurement is a liability the architect signed.

Steps you still do:

  • Certify

What it actually does

  1. 01RA bill submitted
  2. 02Check quantities against measurement
  3. 03Reconcile against the BOQ rates
  4. 04Draft the certification note
  5. 05Certification + payment advice issued

The risk this covers

Certification window closing

A bill certified late holds up the contractor, and a bill certified without measurement is a liability the architect signed.

What you still do

  • CertifyThe architect’s own signature

Everything else runs without you.

Part of

All fifteen workflows →
WORKFLOW
WF-03
BAND
BUILD-OUT
REV
01